
Sign up to save your podcasts
Or


Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry.
Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her own. You'll hear about how she has navigated the inevitable ups and downs of entrepreneurship, the common characteristics that the most successful firm owners have, what sets job seekers apart in the industry, and what skills are crucial to having a successful financial planning career.
You can find show notes and more information by clicking here: https://bit.ly/3sX0kEn
By Caleb Brown4.8
2828 ratings
Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry.
Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her own. You'll hear about how she has navigated the inevitable ups and downs of entrepreneurship, the common characteristics that the most successful firm owners have, what sets job seekers apart in the industry, and what skills are crucial to having a successful financial planning career.
You can find show notes and more information by clicking here: https://bit.ly/3sX0kEn

3,242 Listeners

816 Listeners

694 Listeners

2,020 Listeners

576 Listeners

462 Listeners

2,145 Listeners

934 Listeners

246 Listeners

97 Listeners

114 Listeners

22 Listeners

1,062 Listeners

133 Listeners

139 Listeners